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Asset Management

3 articles

Add, edit, and track your assets: real estate, financial, crypto...

Asset types explained

Foliostone supports a comprehensive range of asset types to capture your entire wealth picture. **Real Estate** — Track properties with purchase pric...

How to record a transaction

Transactions in Foliostone track the financial events that affect your assets: purchases, sales, income, and expenses. To record a transaction, navig...

Tracking asset performance

Foliostone provides detailed performance tracking to help you understand how your investments are performing. On each asset detail page, you will fin...